CWM
Cedar Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-168
| Closed | -$20K | – | 320 |
|
2022
Q3 | $20K | Hold |
168
| – | – | 0.01% | 216 |
|
2022
Q2 | $20K | Hold |
168
| – | – | 0.01% | 225 |
|
2022
Q1 | $22K | Hold |
168
| – | – | 0.01% | 241 |
|
2021
Q4 | $26K | Hold |
168
| – | – | 0.01% | 227 |
|
2021
Q3 | $27K | Hold |
168
| – | – | 0.01% | 187 |
|
2021
Q2 | $28K | Hold |
168
| – | – | 0.01% | 194 |
|
2021
Q1 | $25K | Hold |
168
| – | – | 0.01% | 182 |
|
2020
Q4 | $25K | Hold |
168
| – | – | 0.01% | 162 |
|
2020
Q3 | $23K | Hold |
168
| – | – | 0.01% | 158 |
|
2020
Q2 | $23K | Hold |
168
| – | – | 0.02% | 158 |
|
2020
Q1 | $18K | Sell |
168
-168
| -50% | -$18K | 0.01% | 166 |
|
2019
Q4 | $40K | Buy |
+336
| New | +$40K | 0.02% | 99 |
|